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Tim Whybourne - Managing Partner Emanuel Whybourne & Loehr

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Manage episode 402736624 series 2604412
Indhold leveret af Michael Bromley and Beyond Billables. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Michael Bromley and Beyond Billables eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

On the show this week, we welcome Tim Whybourne, Managing Partner at Emanuel, Whybourne and Loehr, an investment advisory firm with offices in Sydney and Brisbane.

EW&L have also been an ongoing Beyond Billables client for the last eighteen months.

On the show we discussed Tim's career, how he and the team have grown EW&L, and the challenges all professional services firms face. We also discussed markets broadly and Tim's strategy

Tim has more than 15 years’ experience at the sharp end of financial services and planning. His experience has been garnered from more than a decade in financial services including CommSec, FP Markets, UBS Wealth, and Morgan Stanley.

Aside from investments, we also discuss building strong client relationships, and tailoring to high net-worth clients.

Obviously, nothing discussed in the show should be taken as financial advice at all and all discussions were general in nature.

  continue reading

100 episoder

Artwork
iconDel
 
Manage episode 402736624 series 2604412
Indhold leveret af Michael Bromley and Beyond Billables. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Michael Bromley and Beyond Billables eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

On the show this week, we welcome Tim Whybourne, Managing Partner at Emanuel, Whybourne and Loehr, an investment advisory firm with offices in Sydney and Brisbane.

EW&L have also been an ongoing Beyond Billables client for the last eighteen months.

On the show we discussed Tim's career, how he and the team have grown EW&L, and the challenges all professional services firms face. We also discussed markets broadly and Tim's strategy

Tim has more than 15 years’ experience at the sharp end of financial services and planning. His experience has been garnered from more than a decade in financial services including CommSec, FP Markets, UBS Wealth, and Morgan Stanley.

Aside from investments, we also discuss building strong client relationships, and tailoring to high net-worth clients.

Obviously, nothing discussed in the show should be taken as financial advice at all and all discussions were general in nature.

  continue reading

100 episoder

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